The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Universal Display (NASDAQ: OLED) and the rest of the analog semiconductors stocks fared in Q1.
Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to produce the majority of their own chips, as analog chip production does not require expensive leading edge nodes. Less dependent on major secular growth drivers, analog product cycles are much longer, often 5-7 years.
The 15 analog semiconductors stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 1.5% while next quarter’s revenue guidance was 5.7% above.
Thankfully, share prices of the companies have been resilient as they are up 7.4% on average since the latest earnings results.
Slowest Q1: Universal Display (NASDAQ: OLED)
Serving major consumer electronics manufacturers, Universal Display (NASDAQ: OLED) is a provider of organic light emitting diode (OLED) technologies used in display and lighting applications.
Universal Display reported revenues of $142.2 million, down 14.5% year on year. This print fell short of analysts’ expectations by 11%. Overall, it was a disappointing quarter for the company with full-year revenue guidance missing analysts’ expectations.
Universal Display delivered the weakest performance against analyst estimates and slowest revenue growth of the whole group. The market seems disappointed with the results as the stock is down 2.5% since reporting and currently trades at $84.95.
Read our full report on Universal Display here, it’s free.
Best Q1: Texas Instruments (NASDAQ: TXN)
Headquartered in Dallas, Texas since the 1950s, Texas Instruments (NASDAQ: TXN) is the world’s largest producer of analog semiconductors.
Texas Instruments reported revenues of $4.83 billion, up 18.6% year on year, outperforming analysts’ expectations by 6.6%. The business had a stunning quarter with a beat of analysts’ EPS and operating income estimates.
Texas Instruments delivered the biggest analyst estimate beat among its peers. The market seems happy with the results as the stock is up 20.8% since reporting. It currently trades at $285.36.
Is now the time to buy Texas Instruments? Access our full analysis of the earnings results here, it’s free.
Sensata Technologies (NYSE: ST)
Originally a temperature sensor control maker and a subsidiary of Texas Instruments for 60 years, Sensata Technology Holdings (NYSE: ST) is a leading supplier of analog sensors used in industrial and transportation applications, best known for its dominant position in the tire pressure monitoring systems in cars.
Sensata Technologies reported revenues of $934.8 million, up 2.6% year on year, exceeding analysts’ expectations by 0.8%. It was a satisfactory quarter as it also posted a beat of analysts’ EPS estimates and revenue guidance for next quarter meeting analysts’ expectations.
Sensata Technologies delivered the weakest guidance update in the group. Interestingly, the stock is up 13.4% since the results and currently trades at $47.09.
Read our full analysis of Sensata Technologies’s results here.
Monolithic Power Systems (NASDAQ: MPWR)
Founded in 1997 by its longtime CEO Michael Hsing, Monolithic Power Systems (NASDAQ: MPWR) is an analog and mixed signal chipmaker that specializes in power management chips meant to minimize total energy consumption.
Monolithic Power Systems reported revenues of $804.2 million, up 26.1% year on year. This result surpassed analysts’ expectations by 2.8%. Overall, it was a very strong quarter as it also recorded revenue guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ operating income estimates.
The stock is down 18.9% since reporting and currently trades at $1,309.
Read our full, actionable report on Monolithic Power Systems here, it’s free.
Vishay Intertechnology (NYSE: VSH)
Named after the founder's ancestral village in present-day Lithuania, Vishay Intertechnology (NYSE: VSH) manufactures simple chips and electronic components that are building blocks of virtually all types of electronic devices.
Vishay Intertechnology reported revenues of $839.2 million, up 17.3% year on year. This print topped analysts’ expectations by 1.4%. It was a very strong quarter as it also put up a beat of analysts’ EPS and operating income estimates.
The stock is up 60.1% since reporting and currently trades at $53.84.
Read our full, actionable report on Vishay Intertechnology here, it’s free.
Market Update
Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?
These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.
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